Transcendent Capital Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Transcendent Capital Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35,374	Closed	-$1.94M	–	126
2025 Q4	$1.94M	Buy	+35,374	New	+$1.88M	0.88%	40
2025 Q1	–	Sell	-615	Closed	-$29.7K	–	428
2024 Q4	$29.7K	Hold	615	–	–	0.02%	244
2024 Q3	$27.9K	Buy	615 +600	+4,000%	+$26.2K	0.01%	256
2024 Q2	$617	Buy	+15	New	+$617	﹤0.01%	413

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transcendent Capital Group's XLF Position: Q1 2026 in Review

Transcendent Capital Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 35,374 shares — an estimated $1.94M sold.

Transcendent Capital Group first reported a position in XLF in Q2 2024 and held it in 4 quarters. The position peaked at $1.94M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Transcendent Capital Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Transcendent Capital Group sold 35,374 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.94M.
Transcendent Capital Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
Transcendent Capital Group's State Street Financial Select Sector SPDR ETF position peaked at $1.94M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.